Our Spectrum of Services

Our goal at Covenant Wealth Strategies is to be your trusted advisor by offering professional knowledge, integrity, and personalized service. We are committed to building and maintaining a long-term relationship with you, giving you and your financial needs the attention they deserve.

The generations of families and individuals that we serve are a testament to the need for reliable advice at any age and in any stage. It is our privilege to provide direction through all of life's milestones such as marriage, the birth of a child, buying a vacation home, retirement and to see you through difficult times such as career change, divorce, or death of a loved one.

We consider it an honor to accompany you through your journey, customizing our core offerings to point you towards financial independence.

Our Spectrum of Services offers a detailed blueprint of the distinct value that we can bring to our relationship with you. We aim to educate, review, analyze and provide professional guidance tailored to your individual financial planning and wealth management needs. Your custom plan is constructed to address both current and future needs.

Personal Wealth Management & Financial Planning

We take a personalized, comprehensive approach to helping you align your wealth with your life goals through the financial planning process, investment strategies, retirement planning, and more.

Employee Benefits Review

We’ll help you understand the nuances of your benefits to maximize the value of your employer-provided benefits, including retirement plans, stock options, insurance coverage, and health savings accounts etc.

Business
Planning

We help business owners maximize the value of their business—not just profits—by aligning personal and business goals through intentional planning. We focus on building transferable value, which goes beyond income.

Retirement Readiness Planning

We incorporate cash flow, tax, pension, income, and social security strategies to meet your retirement lifestyle expectations.

Education Planning

We’ll help you and your family save on and for the cost of college by discussing a variety of strategies, including the use of 529 plans and other tax-favored strategies.

Tax Strategies

We collaborate with your tax professional to uncover opportunities to reduce your tax burden through smart planning and investment strategies tailored to your situation.

Estate & Legacy Planning

We collaborate with your attorney to solidify asset titling and beneficiary agreements, as well as facilitate multi-generational financial planning.

Risk Management

Our advisors evaluate your present coverage and introduce appropriate risk management resources in the areas of life insurance, disability insurance, and long-term care insurance.

Executive Compensation Strategies

Our team researches and develops investment optimization strategies for employer sponsored retirement plans including 401ks, stock options, deferred compensation, and pension plans.

Investment Planning & Portfolio Management

Through careful analysis, we construct a portfolio adjusted to your risk tolerance, investment objectives, and time frame. Our investment philosophy is to protect and advance our client’s interests by conducting extensive industry research and diversifying broadly.

Charitable Giving Strategies

A key part of our business is the concept of stewardship. We support our clients with their charitable giving strategies to maximize their impact.

Divorce Planning and Consultation

We provide compassionate, objective financial guidance during divorce to help you make informed decisions and prepare for your next chapter of life with clarity.

Ongoing Financial Plan Maintenance

Life changes—and so should your financial plan. We provide ongoing strategy sessions and updates to ensure your plan stays aligned with your goals, needs, and priorities.

Access to Ongoing Financial Educational Content & Resources

We empower you with easy-to-understand educational content and tools to keep you informed and confident in your financial decision-making.

Go To Our Investment Process